NORTHWEST WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
NORTHWEST WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001695344 · Spencer, IA
As of Sep 30, 2025, NORTHWEST WEALTH MANAGEMENT, LLC reported
221 positions worth $603.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,271,967 | $49.1M | 8.14% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 816,131 | $49.0M | 8.13% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 327,122 | $47.6M | 7.90% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 84,386 | $27.7M | 4.59% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 255,510 | $22.7M | 3.77% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 446,559 | $22.6M | 3.75% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 404,743 |
|
9.5M3.23% |
| NVIDIA CORP | NVDA | Technology | 95,452 |
7.8M | 2.95% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 172,127 |
7.1M | 2.84% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 194,484 |
5.6M | 2.59% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 254,511 |
5.0M | 2.48% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 177,918 |
2.9M | 2.14% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 237,087 |
0.9M | 1.81% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 145,150 |
0.9M | 1.81% |
| APPLE INC | AAPL | Technology | 42,620 |
0.9M | 1.80% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 127,567 |
0.1M | 1.67% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 250,696 | $9.1M | 1.51% |
| AVANTIS US EQUITY ETF | AVUS | — | 81,800 | $8.9M | 1.47% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 275,779 | $8.8M | 1.47% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 116,675 | $6.8M | 1.13% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 116,123 | $6.6M | 1.10% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 135,319 | $6.0M | 1.00% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 65,715 | $5.8M | 0.97% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,415 | $5.7M | 0.95% |
| MICROSOFT CORP | MSFT | Technology | 10,363 | $5.4M | 0.89% |